"Tax Planning" Posts

Situation

Corporate Business Solutions’ services were provided multiple times to utility contractors who have served their industry for nearly fifteen years.  The client’s latest consultation was focused upon management training with emphasis on the financial side of the business.

Process

“The first consultation had a lot of information given that we were not yet ready to grasp.  The company valuation was performed and tax strategies provided. 

The second visit was very beneficial with QuickBooks being organized and the entities straighten out. 

During the third visit, we able to obtain a line of credit for our business with the bank, have …